EIC Due Diligence (Form 8867)

27 STEPS

1. In the All Forms List Click 8867. (You can also search for 8867 in Form Search)

2. Click ADD NEW

3. Read the question and answer Yes or No.

4. Read the question and answer Yes or No.

5. Read the question and answer Yes or No.

6. Read the question and answer Yes or No.

7. Read the question and answer Yes or No.

8. If you answered Yes to question 5, click Attach Explanation

9. Type in a list of the documents that you used and retained to determine credit eligibility.

10. Click Save

11. Read the question and answer Yes or No.

12. Read the question and answer Yes or No.

13. Read the question and answer Yes or No.

14. Read the question and answer Yes or No.

15. Read the question and answer Yes or No.

16. Read the question and answer Yes or No.

17. Read the question and answer Yes or No.

18. Read the question and answer Yes or No.

19. Read the question and answer Yes or No.

20. Read the question and answer Yes or No.

21. Read the question and answer Yes or No.

22. Read the question and answer Yes or No.

23. Type any questions and responses from the taxpayer regarding credit eligibilty.

24. Select the person who provided you with the above information.

25. Check this box to generate this worksheet for the taxpayer to sign. (recommended)

26. Click Save

27. That’s it. You’re done.